Winter Haven, FL | Sarasota, FL | ||
|---|---|---|---|
| Assets under management | $30.9M | $32.6M | $29.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 32 | 205 | 52 |
| Assets per client | $964K | $159K | $564K |
| Clients per advisor | 32 | 205 | 52 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.